Wealthtender announces acquisition of AGC
The partnership will provide financial advisors with digital marketing tools and access to a community of peers.
VettaFi acquisition will enhance indexing capabilities for asset managers
The deal brings new custom indexing design expertise to the business.
Commonwealth expands Talent Exchange Initiative
The firm aims to connect its advisors with a new generation of talent.
LPL snaps up advisory team with $350 million in assets
The Scottsdale, Arizona-based duo, who have a combined four decades of wealth management experience, join from Valic Financial Advisors
Baird adds trio who managed $500M at Zions
The three advisors have joined Baird’s office in Salt Lake City.